Institutional Ownership Ishare Morningstar Mid Cap Gro (IMCG)
This table provides information about the institutional ownership of Ishare Morningstar Mid Cap Gro (IMCG). We have compiled data on the 402 institutions that hold shares in the stock, with a total of 27.2 Million shares, which have been reported (via 13F filing form) to have a value of $2.17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vantagepoint Investment Advisers LLC
|
Oct 31, 2025 Q3 2025 |
3,117,331
shares
|
$250 Million
2.19% of portfolio
|
Q3 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
2,288,288
shares
|
$183 Million
0.06% of portfolio
|
Q3 2025
Added 7.26%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
1,446,243
shares
|
$116 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.78%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,044,772
shares
|
$83.6 Million
0.01% of portfolio
|
Q3 2025
Added 2.96%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
1,003,177
shares
|
$80.3 Million
0.03% of portfolio
|
Q3 2025
Added 3.14%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
851,984
shares
|
$68.2 Million
0.09% of portfolio
|
Q3 2025
Added 156.99%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
804,983
shares
|
$64.4 Million
0.05% of portfolio
|
Q3 2025
Added 2.97%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
695,780
shares
|
$55.7 Million
0.07% of portfolio
|
Q3 2024
Added 6.67%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 14, 2025 Q3 2025 |
635,258
shares
|
$50.9 Million
1.79% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
623,801
shares
|
$49.9 Million
0.07% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
541,319
shares
|
$43.3 Million
0.25% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
521,776
shares
|
$41.8 Million
0.06% of portfolio
|
Q3 2025
Added 29.76%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
464,745
shares
|
$37.2 Million
0.01% of portfolio
|
Q3 2025
Added 5.84%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
452,420
shares
|
$36.2 Million
0.0% of portfolio
|
Q3 2025
Added 50.34%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
424,659
shares
|
$34 Million
0.01% of portfolio
|
Q3 2025
Added 3.04%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Nov 14, 2025 Q3 2025 |
412,461
shares
|
$33 Million
4.69% of portfolio
|
Q3 2025
Added 6.52%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Oct 31, 2025 Q3 2025 |
404,166
shares
|
$32.4 Million
6.81% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
361,754
shares
|
$29 Million
0.04% of portfolio
|
Q3 2025
Added 5.01%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
361,000
shares
|
$28.9 Million
4.71% of portfolio
|
Q3 2025
Added 1.95%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
313,685
shares
|
$25.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 19.49%
|
|
|
Orgel Wealth Management, LLC
|
Oct 06, 2025 Q3 2025 |
290,218
shares
|
$23.2 Million
0.58% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
Nov 07, 2025 Q3 2025 |
268,580
shares
|
$21.5 Million
11.95% of portfolio
|
Q3 2025
Reduced 1.74%
|
|
|
Rodgers & Associates, LTD
|
Nov 05, 2025 Q3 2025 |
226,225
shares
|
$18.1 Million
1.94% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
214,504
shares
|
$17.2 Million
0.14% of portfolio
|
Q3 2025
Added 4.73%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
210,662
shares
|
$16.9 Million
2.35% of portfolio
|
Q3 2025
Added 7.86%
|
|